Everything you see when you open the finance screen hangs on a date range: which transactions are listed, what the income and expense cards add up to, what the chart draws. Change the range and most of it changes together.
Most of it, not all. Total balance is not a period total, it is the current sum of the money in your wallets; whichever range you pick, it does not move. The budget is a monthly limit, so whatever you pick it always measures the current month. Not knowing that is how you end up asking "I changed the month, why is my balance the same?" Six steps on narrowing the list and reading the numbers on screen correctly. All of it is open on the free plan.
1
Pick a date range
The button at the top of the page shows the date range, and you change it by clicking. When the date box opens you will see four ready options at the top: This month, Last month, Last 3 months and This year. The range you are after is usually one of them; one click is enough, it applies straight away.
You can also build your own: on the calendar below, click the first day, then the last, and choose Apply. The days between the two are shaded, and the row underneath shows the range you picked in words. If you pick nothing, the default range is the current month, from the 1st to the last day. But the range you pick is saved in your browser: next time you open the page, the range you left behind is waiting for you, and so are the wallet and type filters.
The four ready options at the top, or your own range from the calendar; the default is the current month
2
Read the strip above the Transactions table
The date range button is at the top of the page. You pick the filters there, and the transactions are listed below. Just above the table there is a small strip that tells you which filters are on. The date chip is always there: for a whole month it reads "September 2026", otherwise it shows both dates.
The wallet, category and type chips, on the other hand, only appear once you filter. A chip's × clears just that filter; clicking the chip itself, or Edit filters, takes you back up to the real filter bar. So the strip shows and clears, while the controls stay in one place.
When no transaction matches your filters, the table does not just go blank: a card appears and points you somewhere. If records fall outside your range, it tells you how many: "12 records fall outside the selected dates." Underneath sit a Show all time link and a Clear all button. When you cannot find a transaction, this is the first place to look.
The strip says what the table is narrowed by; the × clears only that one filter
3
Narrow by wallet, category and type
The real filter bar is up there; on a phone it is in a sheet that slides up from the bottom. From there you can pick a wallet and a category, or narrow to income or expense. Click Clear all in the same bar and every filter drops, and the date range goes back to its default too. But there are two shortcuts, and most of the time they are faster.
First: click the Income or Expense card. The card filters by that type, and both the list and the trend chart show only it; click the same card again and the filter lifts. Second: click a slice in the Income Breakdown or Expense Breakdown donut, or a row in the list beside it. Either one narrows the list to that category. If one of the slices is Other, those are the uncategorized transactions.
Clicking the Expense card also sets Type in the bar: the same filter seen twice
4
Which number changes with the period, and which does not
Not every number on the screen obeys the same rule; once you know that, you can tell at a glance which one changes with what.
Total balance is not a period total but a wallet total: each wallet's own balance is added up, and what you have today is what comes out. Since dates are not part of it, it stays the same whichever period you pick; the wallet filter, on the other hand, changes it directly, and when you pick one wallet only that one goes into the sum. Income, expense and net are period totals: they count what happened in the range you picked. Net is what you get when you take expense away from income: the amount left in your pocket over that period.
The budget bars do not change with the range above; they always measure the current month. That is deliberate: a budget is a monthly limit, so even while you are looking at the last three months you need to see where you stand in this one. They do change with the wallet filter, though, just like the balance. The Upcoming payments (14 days) section is fixed too, always showing the next 14 days.
There is also a button that belongs to the table alone: Upcoming, the eye icon next to the Transactions heading. It shows or hides future dated payments and income in the table, but the cards and the charts are not affected. A transaction that disappears from the list has not been dropped from the totals.
The same four cards under two ranges: the balance in the dashed outline holds still while income, expense and net move
5
Read the trend chart
The trend chart draws the period you picked as three lines: income, expense and the difference between them, net. Income and expense are filled, net is dashed. The grouping changes by itself with the range you pick: up to two months it is daily, beyond that monthly. So "This month" shows you days and "This year" shows you months, with nothing to set.
Above the chart there are three small labels, each with a coloured square: Income, Expense and Net. This is called the legend, and it is not only a key but also a switch: click a label and that line hides, and the label is struck through; click again and it comes back. If you want to look at expense on its own, you can turn income and net off.
Three series together: income and expense filled, net dashed; clicking a legend item hides that series
6
Download a CSV
When you want to look at your transactions in a spreadsheet or keep a copy, clicking the Download CSV button is enough. What you get depends on the range you picked, but not day by day: if your range sits inside a single calendar month you get the whole month, and if it spans more than one month you get all of your transactions. So with 1 to 15 September selected, the file holds the whole of September.
The file ignores the filters on screen: even with a wallet or category filter on, you get every transaction for that month. Recurring transactions are where the two files part ways. A transaction that repeats every month, like rent, is stored by Pumpynotes as a single record, and its monthly occurrences are generated when you look at that month. When you download a single month, that month's occurrence is generated too and enters the file as its own row. When you download everything, the records come as they are: rent appears once, on the date it was set up, not twelve times.
Download CSV is in the page toolbar at the far right; the row beneath it is the filter bar itself
Frequently asked questions
I changed the month, why is my total balance the same?
Because total balance is not a period total, it is the current sum of the money in your wallets. Looking at last month does not change what you have today. The numbers that move with the period are income, expense and net. The only filter that changes the balance is the wallet selection: pick a single wallet and the balance counts only that one.
Why does the budget bar not follow the period I picked?
Budgets are monthly and always measure the current month, independently of the date range above. That is deliberate: even while you are looking at three months of spending, you need to see where you stand against this month's limit. Setting budgets category by category is covered in Quick start with Finance.
Which transactions are in the CSV I downloaded?
If your range sits inside a single calendar month, the whole of that month; if it spans more than one, all of your transactions. Note that the file does not apply the wallet, category or type filters, so the list you narrowed on screen and the contents of the file may not match. There are eight columns, and the headers are in English whichever language you use: Date, Type, Amount, Currency, Category, Account, Subscription, Note. When you download a single month, every occurrence that falls in it enters the file as its own row. If you want all of your data, follow Export your data instead.
Do recurring transactions show in the list?
Yes. Every occurrence that falls inside your range is listed as its own row and counts towards the totals. Setting up a repeat, and skipping a single date, is covered in How to set up a recurring transaction.
I cannot find a transaction in the list, what should I do?
Start with the strip above the table; it shows which filters are on right now. If records fall outside the range, it also tells you how many. You can clear filters one at a time with the × on the chips, reset them all at once with Clear all in the filter bar, or click the Show all time link on the empty card. If you are looking for a future dated transaction, make sure the Upcoming button is on.
Do I need a paid plan for this?
No. The date range, the filters, the cards, the trend chart and the CSV download are open on the free plan. What changes on paid plans is not these but limits such as the number of wallets and budgets.